Aditya Birla Sun Life Savings Fund Plan Growth
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4–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation3.6%
Sharpe Ratio0.71
Beta0.93
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cholamandalam Investment And Finance Company LimitedUtilities4.03%
6.79% Govt Stock 2034Utilities2.61%
Bajaj Housing Finance LimitedUtilities2.24%
LIC Housing Finance LtdUtilities2.24%
HDFC Bank LtdFinancial Services2.21%
Nuvama Wealth Finance LimitedUtilities2.19%
ICICI Bank LtdFinancial Services2.05%
Rural Electrification Corporation LimitedUtilities1.91%
Indian Railway Finance Corporation LimitedUtilities1.90%
Bharti Telecom LimitedUtilities1.88%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.92%
Exit Load1%
Regulatory & Tax Information
INF209K01751
ISINDailyDealing Frequency
CRISIL Hybrid 85+15 - ConservativeTR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)